Home > Product > Components > Client DMP Management
The Client DMP Management Module permits users to rapidly access client data based on a wide variety of criteria. Upon selecting a client view you will be provided with a comprehensive summary of activity including selected current services, future and past appointments, and an action list.
DMP management pages enable users to rapidly determine the status of a client’s DMP and easily make appropriate changes. This module provides all critical information and features required for quick processing of client inquiries and any alterations.
| Feature |
Benefit |
| All pertinent client info available on one page (services, appointments, notes, etc.) |
Allows for rapid determination of client suitability at a glance and ensures that critical client issues are not missed |
| Client lookup by various criteria (customer number, name, SSN, phone, city, zip code) |
Enables rapid client look-up and displays all matches to locate the exact match sought |
| Requires only name, address, and phone number to establish client identity |
Rapid client definition saves valuable call center representative call times |
| Provides at-a-glance view of current DMP status, including creditor standing, payment history and funds on hold |
Enables rapid determination of the current DMP status |
| Modifies existing client accounts and adds new accounts |
Allows modification of individual client DMP accounts as necessary - modifications are designed to meet the personal needs of each client |
| Comprehensive audit trail of changes |
Provides thorough DMP change tracking |
| Includes tracking and fee collection for non- DMP services |
Increases revenue base through support of other services. Integrating fee processing into standard payment processes reduces business costs |